How can a planned gift help me accomplish more than an outright gift?
You may have funds available in retirement accounts, real property, securities, insurance policies, or other assets you have accumulated over time. These assets could be designated through a planned gift, which gives you the opportunity to make a larger gift in the future. Planned gifts often achieve more estate and tax benefits than outright gifts.
A. You may have funds available in a retirement account, real property, or other assets you have accumulated over time. These assets may not be available for an outright gift. They could be designated through a planned gift, which gives you the opportunity to make a larger gift in the future. Planned gifts often achieve more estate and tax planning objectives then outright gifts.
